WS #10792

The dominant signal in this window is the escalating Strait of Hormuz crisis, with the UN evacuating 2,500 seafarers and suspending rescue operations after an attack on a commercial vessel. This threatens global energy flows and has direct implications for oil prices and tanker stocks. Countering this, Israel and Lebanon signed a US-mediated security framework deal in Washington, representing a de-escalation in a separate geopolitical flashpoint, though its market impact is more limited. On the tech/AI front, Apple's Vision Pro chief Paul Meade is leaving for OpenAI, a blow to AAPL's hardware efforts. OpenAI is delaying GPT-5.6 rollout for US government testing, which could be bullish for AI spending durability. SpaceX received FTC approval for Mesh Optical acquisition and may be added to the Nasdaq 100, a potential catalyst for the IPO market. The data dump is otherwise dominated by sports betting, crypto binary options, and spam, which are noise.